Original filing (PDF)20251013143857NAL0002214784001

BHI ASSOCIATES LLC

Name: BHI ASSOCIATES LLC — BHI ASSOCIATES LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BHI ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

BHI ASSOCIATES LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BHI ASSOCIATES LLC.

Plan sponsor

Name

BHI ASSOCIATES LLC

EIN

82-3111241

Address

240 MAIN STREET P.O. BOX 5018 · TOMS RIVER, NJ · 08754

Phone

(732) 349-2300

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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